Institutional Ownership Ishares Core S&P Mid Cap ETF (IJH)
This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH). We have compiled data on the 2,655 institutions that hold shares in the stock, with a total of 1.14 Billion shares, which have been reported (via 13F filing form) to have a value of $68.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
222,965
shares
|
$13.3 Million
4.3% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
222,118
shares
|
$13.2 Million
1.24% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
221,324
shares
|
$13.2 Million
5.74% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
219,740
shares
|
$13.1 Million
0.34% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
219,038
shares
|
$13 Million
7.94% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
218,912
shares
|
$13 Million
2.0% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Feb 24, 2025 Q4 2024 |
218,448
shares
|
$13 Million
12.81% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
218,336
shares
|
$13 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
218,154
shares
|
$13 Million
0.55% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Feb 07, 2025 Q4 2024 |
217,256
shares
|
$12.9 Million
9.87% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
216,814
shares
|
$12.9 Million
1.21% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
216,041
shares
|
$12.9 Million
1.15% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
215,949
shares
|
$12.9 Million
12.23% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
214,485
shares
|
$12.8 Million
0.48% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
213,006
shares
|
$12.7 Million
5.84% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
211,951
shares
|
$12.6 Million
1.25% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
211,302
shares
|
$12.6 Million
0.91% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
211,085
shares
|
$12.6 Million
17.2% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
209,999
shares
|
$12.5 Million
0.02% of portfolio
|
Q4 2024
Added 17.62%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
209,495
shares
|
$12.5 Million
5.35% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
208,483
shares
|
$12.4 Million
4.32% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
208,316
shares
|
$12.4 Million
0.07% of portfolio
|
Q4 2024
Added 139.43%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
208,288
shares
|
$12.4 Million
1.15% of portfolio
|
Q4 2024
Added 14.61%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
205,609
shares
|
$12.2 Million
0.47% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
204,051
shares
|
$12.2 Million
4.04% of portfolio
|
Q4 2024
Reduced -0.0%
|